Notes
Glad to be exit liquidity 🫡
No wonder my $VET never Pump.
VeChain tokenomics getting interesting after the hayabusa upgrade
$VET for staking/governance, $VTHO for gas
all $VTHO used gets burned now, only minted through staking
real world utility driving the flywheel, not just speculation
easiest way to stake and earn $VTHO rewards: https://t.co/nc6sFKcuPn
橙子晚间解读 9.4
又到了一年一度的94纪念日了，一眨眼距离2017年七部门叫停ICO的政策已经8年了，现在已经很少有社区还在回忆过去了，因为当时继续选择坚持在币市的基本都自由了，大部分人也都被这种官方的叫停给清理出币市了
项目方也是，当时国内发币的项目基本都清退了，其中就包括现在还活跃在币市的杜均的域链，那会儿投这个的也是被割惨了，很多项目方都是开了清退通道的，但是也不强制清退，比如 $vet 那会清退价就是ico价格，但是一个月后代币涨了40x，没清退的依然享受了2017牛市的红利，那轮最牛逼的项目方还是孙哥和cz，这哥俩完全不听国内的政策，坚决不清退，当时还有个政策是国内CEX不能再提供法币服务，也不能服务chinese，这也是火币和ok出海潮的背景，不过币安完全没有做任何操作，然后就成为宇宙所了，清退之前云币、火币、ok、bitfinex 甚至 bittrex 这种都是在币安前面的，只能说cz确实够狠，富贵险中求了，孙哥的 $trx 也一样，现在这哥俩成为币市最有影响力的两位华人了，另外 $neo $qtum $ont 红烧肉这几个也是象征性的清退，但是这些都涨了几十倍了，基本没啥人退，不过貌似这几个项目现在的价格已经完全回不到94清退时的价格了，他们也代表了CEX老山寨的处境，随之时间的推进，山寨/btc 的汇率都是一路下降的， 除非再出现2021年那种山寨季，否则这个趋势很难有反转的可能，本轮之所以社区如此沉寂，就是因为我们还没有等来真正的山寨季，而且这种老币已经不符合现在的市场节奏了，现在去看看 $aave $link 这种也活了七八年的同时期项目，他们的走势已经有山寨季的趋势了，这就是为啥我一直让大家及时调整仓位的原因。
昨晚老美公布了7月JOLTS职位空缺数据，这个数据超预期降低， 而且来到了近10个月的低点，说明就业市场是出现问题了，现在市场都推测明晚的非农就业数据也会低于预期，所以降息的预期又上升了不少，CME预测9月降息25的概率已经超过了97%，昨天几个美联储官员都在提9月降息的事儿，而且米兰应该也能赶得上9月fomc会议，这波应该是没有意外了。
美股也是顺势向上走了一波，川普的比特币矿商昨晚也上市了，出来就翻倍，最后收涨16%，可能是川普又露面了，市场信心回归了，不过币市的川普概念币都走的很拉胯，$wlfi 今天跌破0.18了，alts只有4.6亿的市值，然后也拉不动，看起来川普家族对于短期控盘并不操心啊，币市这边dwf做市我们已经有心理准备了，而且今天孙哥把自己的wlfi也冲到htx了，还搞了个存币20%年化的活动，不过链上却显示HTX上的wlfi一直再向binance转账，这是孙哥趁着搞活动开始砸盘了吗，总之wlfi现在表现挺迷的，应该是已经跌破财库alts的成本价了，我个人觉得这个下跌是不可持续的，继续坚持今年资源至上的投资策略，继续持有wlfi和各个赛道的龙头币，等风来。
以太坊这几天走势也偏弱，ETH/BTC汇率一直在降，这两天比特币ETF资金流入每天都是3亿以上，ETH ETF每天流出几千万，看起来机构的目光重回BTC了，财库本周bmnr至今也只加仓了8.7w枚，sbet增持了不到4w枚，ethm增加了15w枚，不过这些币不是从市场上买来的，而是一个巨鲸自己的币存到ethm的金库里了，这个巨鲸已经加入ethm的董事会了，算是合作了，所以对市场也没有起到买盘作用；相比之下SOL走势更强一些，对ETH汇率也在上涨，最近sol链上重新启动了，pump也重回水上，这两天金狗没少出， $cards 直接速通5亿，ICM板块表现很好， $huch $tcg $zard $actions 都跑出来了，链上枯坐终于见到回头钱儿了，不容易啊；然后是ok的alpha终于来了，okb走了一波，平台币近期走势也还行，因为pump回归水上了，甚至单日收益都超过了hype了，可能台子币也要走一波行情了，重点关注，另外昨天说的质押赛道也需要关注，感觉接下来几周会
Most miss this, but it’s simple math.
$VTHO supply is about to tighten.
StarGate stakers already share in a 5.48B VTHO (~$10M) bonus pool, but when Hayabusa merges in Dec, VTHO will only be minted by staking.
Scarcity + rising demand = the new math for $VET.
Worth asking yourself now: are you earning yield, or watching others do it for you?
StarGate by @vechainofficial live July 1.
It redefines $VET staking with NFT-based positions, and the first reward window is already running.
The bonus pool is 5.48B VTHO (~$10M), distributed through December.
Here’s how you can get involved 🧵👇🏻
While others panic, We print.🤫
If you want to join my Discord community please click on this link. 🫰 🫰
$BTC $ETH $SOL $BNB $XRP $DOGE $TRUMP $CFX $NEO $VET $BAKE $CAKE $NAKA $SLP $SPK $SYN $PENGU $VOXEL $IMX $GALA $SUI $ORAI $FET $PEPE $SHIB $FLOKI $TAO
$BTC
-2.26%
$ETH -2.19%
$SOL +0.19%
$BNB -0.29%
$XRP -1.91%
$DOGE -1.21%
$TRUMP +6.67%
$CFX -1.56%
$NEO +0.07%
$VET -0.99%
$BAKE -4.22%
$CAKE -1.15%
$NAKA -3.07%
$SLP -3.34%
$SPK -0.25%
$SYN -0.62%
$PENGU -0.31%
$VOXEL +0.62%
$IMX -0.57%
$GALA -1.91%
$SUI +0.28%
$ORAI +3.4%
$FET +0.09%
$PEPE -0.58%
$SHIB -0.92%
$FLOKI -0.53%
$TAO +4.5%
Let me share an alpha with you: 5.48B $VTHO is sitting on-chain rn.
And people sterted to show up:
➜ $101M TVL already
➜ 4.6B VET staked
➜ 7.3K Node NFTs minted
But for anyone staking $VET on @vechainofficial through StarGate, it’s active yield:
➜ Up to 9.08% APY
➜ $10M bonus pool for early movers
It takes less than 2 minutes to start. Will you?
🔗 Stake via StarGate: https://t.co/mFgPu9aYOb
While they’re guessing, My Discord family collecting.🤑
If you want to join my Discord community please click on this link. 👉https://t.co/50XqxPzIjj 👈
$BTC $ETH $SOL $BNB $DOGE $TRUMP $LTC $XRP $XLM $INJ $CFX $NEO $VET $FART $JASMY $CHILL $GUN $SHIB $PEPE $MEME $FLOKI $AI $TAO
Risk managed. Reward secured. 🫰
If you want to join my Discord community please click on this link. ❤️https://t.co/50XqxPzIjj ❤️
$BTC $ETH $SOL $XRP $DOGE $MAGIC $TRUMP $DUSK $LOKA $RAY $CRV $INJ $AVAX $NEAR $SUI $ENA $USDE $DOT $TIA $ZRO $CFX $ONE $VET $NEO $JASMY $PEPE $SHIB
$BTC
-2.26%
$ETH -2.19%
$SOL +0.19%
$XRP -1.91%
$DOGE -1.21%
$MAGIC -0.81%
$TRUMP +6.67%
$DUSK -35.65%
$LOKA -17.93%
$RAY -3.15%
$CRV +0.08%
$INJ -0.91%
$AVAX +0.51%
$NEAR -0.48%
$SUI +0.28%
$ENA -6.4%
$USDE -0.01%
$DOT -0.65%
$TIA -1.06%
$ZRO -3.77%
$CFX -1.56%
$ONE -2.2%
$VET -0.99%
$NEO +0.07%
$JASMY -1.6%
$PEPE -0.58%
$SHIB -0.92%
That’s not luck. That’s execution. 🤫
If you want to join my Discord community please click on this link. 🫰https://t.co/z1OPJESyFN 🫰
$BTC $ETH $SOL $BNB $XRP $DOGE $TRUMP $NEIRO $HOOK $INIT $BONK $AWE $WIF $TIA $ORDI $BOME $TURBO $FIDA $PNUT $TAO $VET $CFX $NEO $JASMY $PORTAL
Top 19 crypto coins July 2025!! 🚀
$ALGO $ETH $ADA $SOL
$XRP $BORG $VET $PEPE
Click HERE 👇
>> https://t.co/8fSTOb8wqR
600K $VET or more? Now is the perfect moment to make them works for you!
StarGate launched yesterday bringing a full economic shift for @vechainofficial.
Stake $VET, secure the network, and earn real rewards: top X-Nodes are already generating up to 35,000 $VTHO/day.
X-Node upgrades were locked forever on June 24th.
🔓 Multipliers:
➜ 2.0x – 600K VET
➜ 3.0x – 1.6M
➜ 4.0x – 5.6M
➜ 5.0x – 15.6M
🎯 Want numbers? Run your stack through the sims-
This is where VeChain’s “X-to-Earn” economy begins.
Run the math and lock your position. Don’t stake blind!
The way people stake on @vechainofficial changes TODAY.
With StarGate, the chain moves to a more inclusive and performance-driven model.
New node tiers, better yields, and a shot at broader decentralization.
If you’ve been on the sidelines, now’s the time to explore!
You flex designer, My Discord community flex profits.😉
If you want to join my Discord community please click on this link. 👉https://t.co/XOmevyaVbS 👈
$BTC $ETH $SOL $XRP $DOGE $BNB $ENA $ONDO $SYRUP $NAKA $AAVE $CRV $CFX $NEO $VET $PENGU $SAHARA $CAT $LTC $PEPE $FART $JASMY
Staking opens July 1st. Wallets already live. Users already earning.
@vechainofficial moves like no one’s watching, but 1M+ people already are.
➜ StarGate brings real staking
➜ New node tiers with lower thresholds
➜ $VET ties it all together
Most chains pitch visions. VeChain ships systems.
Are you watching??
Until today, $VET was effectively sandboxed.
The WanChain bridge cracks that open with:
➜ Native VET → ETH transfers
➜ Stablecoin entry points
➜ Room for LPs + cross-chain swaps
And StarGate’s economic incentives hit in 6 weeks.
Watching @vechainofficial closely, wbu?!
